Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,000
Closed -$501K 110
2024
Q4
$501K Buy
+25,000
New +$501K 0.27% 57
2020
Q4
$775K Buy
+15,701
New +$775K 1.56% 15